Utilities SPDR shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.2M | 47k | 45.89 |
| 2025-12-31 | $1.1M | 26k | 42.69 |
| 2025-09-30 | $1.0M | 12k | 87.22 |
| 2025-06-30 | $755k | 9.2k | 81.67 |
| 2025-03-31 | $2.0M | 26k | 78.79 |
| 2024-12-31 | $980k | 13k | 76.27 |
| 2024-09-30 | $1.1M | 14k | 80.79 |
| 2024-06-30 | $343k | 5.0k | 68.15 |
| 2024-03-31 | $443k | 6.7k | 65.65 |
| 2023-09-30 | $397k | 6.7k | 58.93 |
| 2023-06-30 | $639k | 9.8k | 65.44 |
| 2023-03-31 | $1.0M | 15k | 67.69 |
| 2022-12-31 | $1.1M | 15k | 70.50 |
| 2022-09-30 | $1.8M | 27k | 65.50 |
| 2022-06-30 | $1.7M | 25k | 70.13 |
| 2022-03-31 | $2.1M | 29k | 74.45 |
| 2021-12-31 | $603k | 8.4k | 71.58 |
| 2021-09-30 | $3.2M | 50k | 63.89 |
| 2021-06-30 | $445k | 7.0k | 63.28 |
| 2021-03-31 | $341k | 5.3k | 63.99 |
| 2020-12-31 | $276k | 4.4k | 62.68 |
| 2020-09-30 | $673k | 12k | 55.45 |
| 2020-06-30 | $600k | 11k | 56.11 |
| 2020-03-31 | $673k | 12k | 55.45 |
| 2019-12-31 | $1.1M | 18k | 63.30 |
| 2019-09-30 | $1.4M | 22k | 64.72 |
| 2019-06-30 | $1.2M | 21k | 59.64 |
| 2018-12-31 | $907k | 17k | 52.90 |
| 2018-09-30 | $4.9M | 93k | 52.64 |
| 2018-06-30 | $372k | 7.2k | 52.03 |
| 2017-12-31 | $227k | 4.3k | 52.63 |
| 2017-09-30 | $300k | 5.7k | 53.01 |
More positions owned by Belpointe Asset Management
View all positions for Belpointe Asset Management